Kiaondria Murray
Financial Service Representative
Thomson,GA
Summary
Result-driven candidate with strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.
Overview
10
10
years of professional experience
6
6
years of post-secondary education
Work History
Financial Service Representative
World Finance
Thomson, GA
04.2022 - Current
- Met with members to understand goals and recommend solutions to fit specific needs.
- Discussed financial options with clients and provided informed suggestions.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Worked with clients and finance companies to find optimal solutions for financing.
- Developed advanced product knowledge to share current information while generating and delivering products quotes.
- Updated customer service database with new information, address changes and contact details.
- Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
- Gained extensive knowledge in data entry, analysis and reporting.
Lead Cashier
Sprint Foods
Thomson, GA
08.2018 - 04.2022
- Developed in-depth knowledge of available financial products to advise clients accordingly
- Suggested viable solutions to improve clients' financial statuses
- Evaluated client accounts to verify compliance with all applicable regulations
- Coordinated with branch manager to analyze calls and prepare sales strategies and efficient reporting on current branch focus
- Processed transactions from bank customers by personal contact, mail and night deposits
- Conferred with representatives of credit organizations and loan associations to exchange information regarding credit ratings
- Prepared and presented financial analysis reports to senior management
- Served as primary contact for new account openings and cross-sale of other products and services to clients and prospects
- Generated detailed reports on clients' financial portfolios
- Applied new marketing strategies to promote financial services
- Operated register, handles cash and process credit card transactions
- Set cycle counts of inventory, researches and cleared any discrepancies
- Promoted safe, equitable and respectful environment in which concerns can be addressed effectively
- Set quality assurance compliance objectives to achieve targets
- Processed both cash and card purchases and returns.
- Trained, mentored, and developed new cashiers with positive and encouraging techniques to maximize performance and team contributions.
- Helped customers complete purchases, locate items, and join reward programs.
- Led cashiers and associates in providing thoughtful customer service.
- Managed staffing levels to provide optimal support for cash register operations.
Customer Service Representative
Teleperformance
Augusta, GA
01.2014 - 08.2018
- Performed tasks in both group and individual environments
- Demonstrated interpersonal and communication skills, both written and verbal
- Supervised and trained employees in proper processing and pricing guidelines
- Scanned product, operated cash register and tally customer purchases
- Made eye contact, smiles, greets and offered help to every customer
- Maintained friendly and courteous demeanor while providing fast and efficient service to customers
- Communicated details in protective service setting
- Supported Plant Operations staff in operating systems in buildings
- Maintained environment by monitoring and setting building and equipment controls
- Maintained ledgers including visitor, keys, daily logs and notebooks
- Circulated among visitors and employees to promote safe conditions and secure guest experience
- Controlled of entrances and movement of pedestrian and vehicle traffic
- Enforced parking regulations by monitoring traffic on-premises and reporting unauthorized vehicles
- Informed reps and clients by explaining procedures, answering questions and providing information
- Met minimum individual and departmental goals and service level agreements
- Provided customers with reliable information regarding product specifications and pricing
- Maintained high rate of client retention through superior customer service
- Worked well within team environment as well as independently
- Responded to telephone inquiries and complaints following standard operating procedures
- Delivered personalized customer service relating to questions and promptly resolved basic problems on
- Customer accounts.
- Provided primary customer support to internal and external customers.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Responded to customer requests for products, services, and company information.
- Answered constant flow of customer calls with minimal wait times.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
Education
Bachelor Of Science (B.S - Psychology
COLORADO TECHNICAL UNIVERSITY
Colorado Springs, CO 08.2021 - Current
High School Diploma -
THOMSON HIGH SCHOOL
Thomson, GA 08.2008 - 05.2012
Skills
Pos SystemCustomer EngagementCustomer Service ExperienceComputer SkillsMicrosoft Office SuitePhone CallsAnswering QuestionsProblem SolvingCustomer ServiceInformation GatheringLife InsuranceSales GoalsLoan ApplicationsAccount DocumentationCash HandlingFinancial Services
Customer service and care
Financial operations management
Timeline
Financial Service Representative
World Finance
04.2022 - Current
Bachelor Of Science (B.S - Psychology
COLORADO TECHNICAL UNIVERSITY
08.2021 - Current
Lead Cashier
Sprint Foods
08.2018 - 04.2022
Customer Service Representative
Teleperformance
01.2014 - 08.2018
High School Diploma -
THOMSON HIGH SCHOOL
08.2008 - 05.2012